News

Inflation likely rose in May, bouncing back after three months of declining as President Donald Trump's tariffs start to push up prices.
Constructive trade war talks and improving consumer expectations are a healthy combination for financial markets.
Investors are waiting for a series of readings on U.S. price pressures, and two important auctions of Treasury debt.
Economists expect that the CPI rose 0.2% on a monthly basis in May, according to FactSet’s consensus estimates. That would ...
Nationwide consumer expectations for inflation fell in May, according to the latest monthly survey from the New York Federal Reserve Bank, released Monday. Expectations for inflation in the year ahead ...
In addition to inflation and US-China trade, a key bond auction is on investors' radar. A $22 billion sale of 30-year bonds ...
Signs of stagflation have “crept back” into U.S. economic data, with the upcoming inflation report this week potentially ...
We have good reasons to think that we are headed into a recession. Click here to read how we are positioning our portfolio.
Current policies/events are stagflationary, likely causing higher inflation and slower growth. Read why I think markets are ...
Below are the most important global events likely to affect FX and bond markets in the week starting June 9. U.S. inflation data for May will be in focus as investors watch for any signs of tariffs ...
The U.S. stock rebound has driven key indexes to the cusp of record levels, with fresh economic data and trade and fiscal ...
While Donald Trump's wide-ranging taxes on imports face scrutiny in court, he also continues to alter them and introduce or ...